Senior Product Manager, Business Management

Affinipay, LLC•Austin, TX

44d

About The Position

We are seeking an exceptional Senior Product Manager, Business Management to lead how 8am transforms financial operations for legal and accounting professionals. This is both a strategic and hands-on execution role-ideal for someone who combines deep understanding of accounting workflows, financial analytics, and compliance with experience building solutions that deliver measurable business impact. In this role, you will own and deliver the vision for Analytics & Reporting, MyCase Accounting, and cross-solution financial intelligence that powers 8am's Professional Business Platform. You will focus on making it faster and easier for firms to reconcile bank accounts, understand profitability, maintain compliance, and gain actionable financial insights-all while integrating seamlessly across 8am's solutions for invoicing, payments, legal accounting, Smart Spend, and other embedded financial solutions to generate unified insights and workflows across our financial ecosystem. You will reduce manual work and help firms make data-driven business decisions by leveraging AI and automation to power intelligent bank reconciliation, prioritizing real-time financial intelligence and embedding accounting throughout practice management workflows. Your work directly addresses critical pain points: tedious manual reconciliation, lack of profitability visibility, compliance anxiety, and fragmented financial systems. You will partner closely with 8am's AI Platform and Data Science teams to identify opportunities where AI and automation, such as LLMs, machine learning and predictive modeling, can transform manual processes into automated, intelligent workflows that deliver measurable customer value. You will operate as a leader within our empowered team model, working in close collaboration with a UX Designer and Tech Lead in a trio partnership. The right candidate deeply understands accounting and financial operations, has a track record of delivering measurable customer and business impact, and is excited to apply AI to transform how small businesses manage their business finances.

Requirements

6-8+ years in B2B SaaS product management with a track record for delivering customer and business value in financial software, accounting platforms, or fintech products for small businesses
Strong customer discovery skills with the ability to synthesize qualitative and quantitative insights into actionable strategies for accounting and financial workflows
Hands-on experience collaborating with UX and engineering to deliver products involving complex financial data and reconciliation workflows
Strong understanding of accounting fundamentals: bank reconciliation, chart of accounts, and financial reporting
Proven ability to lead cross-functional initiatives and influence senior stakeholders without formal authority
Strategic mindset for identifying and delivering growth initiatives, particularly applying AI and automation to accounting challenges
Business acumen to build business cases, understand B2B SaaS economics, and prioritize for adoption impact
Strong analytical and communication skills to develop testable hypotheses and explain complex strategies to diverse audiences
Experience with agile methodologies and modern product tools (Jira, Confluence, Figma, analytics platforms)
Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
This position is preferably based in Austin, Texas.

Nice To Haves

Experience with legal billing products, particularly trust accounting, IOLTA compliance, or professional services billing
Experience delivering automation or intelligent features that created measurable customer value (time savings, accuracy improvements, workflow efficiency)
Familiarity with ML concepts and how they apply to financial workflows (categorization, pattern matching, anomaly detection, forecasting)

Responsibilities

Product Strategy & Leadership
Develop deep understanding of firm financial operations through customer research and data analysis to identify opportunities and how AI and automation will create competitive advantage
Lead discovery with design and engineering partners to understand accounting, reconciliation, and compliance pain points
Own the vision for MyCase Accounting, Analytics & Reporting, and financial intelligence, partnering with the Embedded Financials, AI Platform and Data Science teams to deliver intelligent automation for reconciliation, categorization, and insights
Champion rapid experimentation with emerging AI technologies while maintaining appropriate accuracy thresholds for financial data
Outcome Driven Execution
Drive problem-solving through data analysis and user feedback, measuring customer value via reconciliation rates, financial health improvement, and actionable insights
Lead cross-functional alignment around outcomes, tracking progress and taking corrective action to hit adoption goals
Partner with Product Operations, Data Intelligence, and Analytics to establish measurement frameworks for adoption, automation accuracy, and insight utilization
Champion customer empathy while balancing business priorities, compliance requirements, and appropriate AI accuracy thresholds
Cross-Functional Leadership & Influence
Influence and align stakeholders at all levels around your vision
Partner with Product Marketing and GTM on commercialization strategies including bundling, competitive positioning, and messaging
Drive adoption and change management with Customer Success, ensuring customers realize efficiency gains
Mentor junior PMs on best practices and effective application of AI to customer problems
Shape 8am's product vision around the financial ecosystem connecting payments, accounting, spend management, and lending

Benefits

Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.

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